Copper enters 2026 with strong momentum after a record 2025 rally, driven by intensifying supply deficits and accelerating energy transition demand. Analysts foresee further upside, with potential for 30-35% gains as China’s infrastructure push regains traction and global interest rates remain low.
Global markets at an inflexion point: Q2 could reward patience over prediction
Global markets are shifting from a low-volatility regime due to geopolitical tensions and persistent inflation. As Q2 begins, investors face uncertainty regarding valuation sustainability in